PGX:NYE- (USD)

ETF | Preferred Stock |

Last Closing

USD 11.55

Change

+0.07 (+0.61)%

Market Cap

N/A

Volume

3.87M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-14 )

Largest Industry Peers for Preferred Stock

Symbol Name Price(Change) Market Cap
FPE

+0.05 (+0.28%)

USD 5.86B
FPEI

+0.05 (+0.24%)

USD 1.61B
PFFA

-0.07 (-0.32%)

USD 1.50B
PREF

+0.01 (+0.05%)

USD 1.11B
PSK

+0.26 (+0.79%)

USD 0.89B
PFFR

+0.02 (+0.13%)

USD 0.10B
SPFF

+0.07 (+0.78%)

N/A
PFXF

+0.18 (+1.07%)

N/A
VRP

+0.04 (+0.17%)

N/A
PGF

+0.08 (+0.55%)

N/A

ETFs Containing PGX

XFLX 5.08 % 0.00 %

+0.15 (+0.64%)

USD 0.06B
FPE 0.00 % 0.85 %

+0.05 (+0.64%)

USD 5.86B
DWIN 0.00 % 0.25 %

N/A

N/A
PFFL 0.00 % 0.00 %

+0.08 (+0.64%)

USD 9.01M
WBIR 0.00 % 1.25 %

N/A

N/A
FPEI 0.00 % 0.85 %

+0.05 (+0.64%)

USD 1.61B

Market Performance

  Market Performance vs. Industry/Classification (Preferred Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.17% 82% B 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.17% 73% C 53% F
Trailing 12 Months  
Capital Gain -2.94% 45% F 32% F
Dividend Return 3.87% 45% F 60% D-
Total Return 0.92% 27% F 33% F
Trailing 5 Years  
Capital Gain -91.49% 9% A- 2% F
Dividend Return 2.47% 9% A- 5% F
Total Return -89.02% 9% A- 2% F
Average Annual (5 Year Horizon)  
Capital Gain -4.42% 27% F 14% F
Dividend Return -2.14% 27% F 13% F
Total Return 2.28% 18% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 19.84% 27% F 54% F
Risk Adjusted Return -10.79% 27% F 15% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.